Stock
Reported value
$378.1M
Holders
16
+1 new · −0 exited
Holders’ est. mark
$3.99M
Price effect on 6 books still in the name
Largest holder
$205.4M
BANK OF AMERICA CORP /DE/
Holder count by quarter
Who holds it
Notable only| Investor | Shares | Value | Est. mark | Change |
|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ | 1M | $205.4M | — | Held |
| MORGAN STANLEY | 559.3K | $114.8M | — | Held |
| BARCLAYS PLC | 229.1K | $47M | $3.34M | Added$23.4M |
| TUDOR INVESTMENT CORP ET AL | 21.2K | $4.35M | — | Held |
| Sanctuary Advisors, LLC | 18.7K | $3.85M | $458.1K | Added$599.6K |
| Cresset Asset Management, LLC | 6.7K | $1.38M | $163.2K | Added$219K |
| Swiss Life Asset Management Ltd | 2.49K | $510.8K | $35.4K | Added$259.4K |
| IFP Advisors, Inc | 1.62K | $333K | — | Held |
| Allworth Financial LP | 1K | $206.3K | — | Held |
| VIRTUS ADVISERS, LLC | 650 | $133.5K | — | New |
| Clark Wealth Partners | 181 | $31.5K | −$1.04K | Cut−$18K |
| Painted Porch Advisors LLC | 131 | $26.9K | — | Held |
| Essential Partners LLC | 90 | $18.5K | $253 | Added$16.7K |
| Cape Investment Advisory, Inc. | 19 | $3.9K | — | Held |
| NEW MEXICO EDUCATIONAL RETIREMENT BOARD | 10.6K | $2.18K | — | Held |
| KBC Group NV | 1.56K | $320 | — | Held |
Positions as of Q3 2025. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.